Inactive

Ian Bernard Mcleod

Sustainable Advisors Alliance LLC

San Francisco, CA

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Current Employers

Sustainable Advisors Alliance Llc

12 N Cheyenne Ave Suite 406, Tulsa, OK 74103 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2026-06-10
TX	RA	APPROVED	2026-06-07

CA RA
APPROVED

Since 2026-06-10
TX RA
APPROVED

Since 2026-06-07

Branch Locations

San Francisco, CA • United States

12 N Cheyenne Ave Suite 406, Tulsa, OK 74103 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Communitas Financial Planning Inc.	San Francisco	CA	01/2012	09/2018
Impact Investors, Inc.	San Diego	CA	06/2018	05/2026
Sustainable Advisors Alliance Llc	Tulsa	OK	05/2026	Present

01/2012 → 09/2018

Communitas Financial Planning Inc.

San Francisco, CA
06/2018 → 05/2026

Impact Investors, Inc.

San Diego, CA
05/2026 → Present

Sustainable Advisors Alliance Llc

Tulsa, OK

Previous Registrations

2018-06-29 → 2026-06-17

Impact Investors

Aptos, CA

San Francisco, CA
2012-01-03 → 2018-09-10

Communitas Financial Planning Pbc

Oakland, CA
2005-01-13 → 2012-01-18

The Social Equity Group, Inc.

Berkeley, CA
2004-12-02 → 2011-12-31

Financial West Group

Berkeley, CA

San Francisco, CA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2004-07-14

S66 Uniform Combined State Law Examination

2004-07-14

Designations

View on SEC IAPD

More in San Francisco, CA

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